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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,408 | $215,361-81.7% | $171,082-77.0% | $273,972-85.6% |
| Participation rate | 25.0% | 82.0%-57.0pp | 76.7%-51.7pp | 83.0%-58.0pp |
| Annual return | 4.28% | 25.14%-20.9pp | 32.56%-28.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $647 | $5,543-88.3% | $4,797-86.5% | $5,287-87.8% |
| Admin fee / account holder | $1,268 | $10,846-88.3% | $8,520-85.1% | $10,133-87.5% |